SWM
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Scissortail Wealth Management’s Salesforce CRM Stock Holding History

Scissortail Wealth Management’s Portfolio CRM Stock Details CRM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$232K Hold
1,244
– – 0.05% 109
2025
Q4 		$330K Buy
1,244
+10
+0.8% +$2.48K 0.08% 89
2025
Q3 		$292K Sell
1,234
-135
-10% -$34K 0.06% 94
2025
Q2 		$373K Buy
1,369
+37
+3% +$9.89K 0.09% 82
2025
Q1 		$357K Buy
1,332
+100
+8% +$31.1K 0.09% 83
2024
Q4 		$412K Buy
1,232
+1,220
+10,167% +$389K 0.11% 91
2024
Q3 		$365K Sell
12
-1,257
-99% -$322K 0.09% 94
2024
Q2 		$326K Buy
1,269
+310
+32% +$83K 0.08% 93
2024
Q1 		$289K Sell
959
-2,440
-72% -$704K 0.08% 97
2023
Q4 		$978K Buy
+3,399
New +$769K 0.31% 66
2023
Q1 		– Sell
-3,246
Closed -$542K – 59
2022
Q4 		$542K Buy
+3,246
New +$474K 0.31% 68

Other funds holding CRM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return